Our investment services

We are investment managers who focus all of our time and expertise on managing portfolios for private families and trustees.  Most of our clients ask us to manage portfolios on a discretionary basis, where we make day to day decisions within an agreed framework and risk profile, and report to you and your advisers immediately afterwards.

We manage portfolios on this basis in a wide variety of different account types, including:

• Personal portfolios
  Private accounts in your own name or jointly, or for children
• Managed Portfolio Service
  Click here for more information on our wrap platform offering
• Trust portfolios
  Trusts and settlements managed for trustees
• Pension portfolios
  Corporate and personal, including SIPPs, SSASs, FURBS and QROPS
• ISAs
  Private tax advantageous accounts for UK investors, normally managed alongside a larger personal portfolio
• Offshore accounts and wraps
  Offshore portfolios which can, if required, include offshore custody and transactional activity in Switzerland
• Charities
  Tailored portfolios to meet the specific and often ethical considerations of charity portfolios